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Applied Optoelectronics, or AOI reported record revenues for Q3 2025 due to increased demand for its CATV products and its data center products. The company is expanding production capacities and expects higher revenues for Q4 and for 2026. There is an ongoing sector rally around AOI and other data center suppliers.
SUGAR LAND, Texas, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced the Company will present via a fireside chat at the following investor conference:
AAOI reported record Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, marking historic growth. The legacy CATV business surged to $70.6 million in sales, tripling year-over-year, driven by 1.8 GHz amplifier nodes with QuantumLink software. 800G optical modules are in final qualification with Tier 1 customers, with mass production expected in Q4 and capacity expandi...
A B. Riley analyst downgraded Applied Optoelectronics stock and projects significant downside. The company projects lower Q4 2025 revenue than what analysts expect.
It broadly met analyst estimates for revenue in its third quarter, but missed on the bottom line. Meanwhile, it whiffed on top-line and net loss guidance for its current quarter.
Applied Optoelectronics, Inc. ( AAOI ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Lindsay Savarese - Investor Relations Chih-Hsiang Lin - Founder, Chairman, President & CEO Stefan Murry - CFO & Chief Strategy Officer Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research Division George Notter - Wolfe Research, LLC Michael Genovese -...
SUGAR LAND, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced financial results for its third quarter ended September 30, 2025.
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